[8-K] Humana Inc. Reports Material Event

Rhea-AI Filing Summary

V.F. Corporation (NYSE: VFC) filed an 8-K dated 30 Jul 2025 reporting three discrete events.

• Item 2.02 – Results of Operations: Fiscal 1Q26 results were released through a web presentation and press release (Exhibits 99.1 & 99.2). The filing furnishes, but does not file, those materials and contains no numerical data.
• Item 7.01 – Regulation FD: The Board declared a $0.09 per-share quarterly dividend, payable 18 Sep 2025 to shareholders of record 10 Sep 2025.
• Item 8.01 – Other Events: Management realigned reportable segments in 1Q26. Prior-year quarterly segment data for FY 2025 have been recast for comparability (Exhibit 99.3); consolidated results are unchanged.

No guidance, earnings figures, or major transactions were included.

Positive

• $0.09 quarterly dividend reaffirms the company’s commitment to shareholder returns.
• Segment realignment could enhance reporting clarity for future periods.

Negative

• None.

Insights

Equity Research Analyst

TL;DR: Routine 8-K; dividend affirmed at $0.09, segment realignment disclosed, no hard financials—limited market impact.

The filing is largely administrative. Continuation of the $0.09 dividend signals cash-flow stability but offers no incremental upside. Segment realignment may improve future transparency yet carries no immediate P&L effect. As earnings details are only linked via furnished exhibits, investors must consult those documents for revenue or margin trends. Overall, this 8-K neither alters valuation drivers nor introduces material risk; it simply maintains shareholder communication cadence.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 30, 2025 (July 30, 2025)

Humana Inc.

(Exact name of registrant as specified in its charter)

Delaware			1-5975			61-0647538
(State or other jurisdiction of incorporation)			(Commission File Number)			(IRS Employer Identification No.)

500 West Main Street Louisville, KY 40202

(Address of principal executive offices, including zip code)

502-580-1000

(Registrant’s telephone number, including area code)

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock			HUM			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

Emerging growth company  ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ☐

Item 2.02    Results of Operations and Financial Condition.

Item 7.01    Regulation FD Disclosure.

Humana Inc. (the "Company") issued a press release this morning reporting financial results for the quarter ended June 30, 2025, and posted a detailed earnings release related to the same period to the Investor Relations portion of the Company’s website at www.humana.com. A copy of each release is attached hereto as Exhibit 99.1 and Exhibit 99.2, respectively, and each release is incorporated herein by reference. Additionally, a copy of management's prepared remarks on the Company's financial results for the quarter ended June 30, 2025 and expectations for future earnings, is attached hereto as Exhibit 99.3, and incorporated herein by reference.

Item 9.01    Financial Statements and Exhibits.

(d)Exhibits:

Exhibit No.			Description
99.1			Press Release
99.2			Earnings Release and Statistical Pages
99.3			Prepared Management Remarks
104			Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this Report to be signed on its behalf by the undersigned hereunto duly authorized.

HUMANA INC.
BY:			/s/ John-Paul W. Felter
			John-Paul W. Felter
			Senior Vice President, Chief Accounting Officer & Controller
			(Principal Accounting Officer)

Dated: July 30, 2025

FAQ

When will VFC's $0.09 dividend be paid?

The dividend is payable on September 18, 2025 to shareholders of record on September 10, 2025.

What period does the furnished financial presentation cover for VFC?

Exhibit 99.1 and 99.2 contain VFC’s fiscal first-quarter 2026 results.

Did V.F. Corporation change its operating segments?

Yes. The company realigned its reportable segments in 1Q26 and recast FY 2025 quarterly data accordingly (Exhibit 99.3).

Does the 8-K include detailed earnings numbers for VFC?

No. The filing does not disclose figures; financial metrics are only in the furnished exhibits.

Is the furnished information considered "filed" with the SEC?

No. Items 2.02 materials are explicitly stated as furnished, not filed, under the Exchange Act.